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Root Financial Partners’s Expedia Group EXPE Stock Holding History

Root Financial Partners’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-260
Closed -$60K – 1305
2026
Q1 		$60K Sell
260
-33
-11% -$8.11K ﹤0.01% 790
2025
Q4 		$83K Buy
293
+74
+34% +$18.3K ﹤0.01% 533
2025
Q3 		$46.8K Buy
+219
New +$44K ﹤0.01% 692

Other funds holding EXPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's EXPE Position: Q2 2026 in Review

Root Financial Partners sold out of Expedia Group (EXPE) in Q2 2026, closing a stake of 260 shares — an estimated $60K sold.

Root Financial Partners first reported a position in EXPE in Q3 2025 and held it in 3 quarters. The position peaked at $83K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Root Financial Partners reported no remaining Expedia Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 260 Expedia Group shares in Q2 2026, an estimated $60K.
  • Root Financial Partners first reported a position in Expedia Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Expedia Group position peaked at $83K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.